Aaron brings drive and executive strategic planning for business owners and executives. He provides council to businesses owners to help them strategically align their use of capital according to long term goals. Aaron holds a bachelor’s degree in business administration from Creighton University and he is certified as a financial planner by the College of Financial Planning, CFP Board.
Ashley has expertise in working with business owners around the interconnection of their businesses and personal planning. Before he was 30, Ashley was one of the youngest Vice Presidents at the largest investment firm in the world. He is certified as a financial planner by the Financial Planning Assocation of North Alabama. He is also a Certified Private Wealth Advisor®, Retirement Income Certified Professional®, Certified Exit Planning Advisor and Chartered Retirement Planning Counselor®. Ashley holds a bachelor’s degree in marketing/management from Troy University.
Born and raised in Houston, Texas and instilled with an entrepreneurial drive from entrepreneurial parents; Steve enjoys leading people, business development and helping others. Steve holds a bachelor of arts in communication and a MBA in international business from the University of Houston. He is certified as a financial planner by New York University and the Certified Financial Planner Board of Standards, Inc. (CFP Board). Steve is a member of Alpha Kappa Psi business fraternity as well as Sigma Alpha Pi, also known as The National Society of Leadership and Success.
Stratton attended Southern Methodist University in Dallas, Texas, where he studied economics and concurrently pursued his Life & Health insurance licenses as well as his series 6 and 63 licenses. With these assets, Stratton worked with privately-owned businesses, professionals, and high networth families on risk-related insurance planning, including key-man, buy-sell agreements, and estate planning. After graduation, he spent a few years in private equity consulting working with C-suite executives across the country. Stratton is certified as a financial planner by the College for Financial Planning, CFP Board.
Anthony is a resourceful and innovative financial education consultant with 15 years experience. Anthony holds a Bachelor of Science in Economics from the College of Charleston. He is a registered securities representative. Anthony is also a CERTIFIED FINANCIAL PLANNER TM professional and Chartered Financial Consultant®. He is also a member of Alpha Phi Alpha Fraternity, Inc.